Analyst - Investment Strategy

Investment Analyst

The Investment Analyst helps develop and provide recommendations for the firm's overall investment outlook. This includes capital market forecasts, strategic and tactical asset allocation guidance / management and portfolio construction solutions that supports $300 Billion of assets under advisement for private and institutional clients. The Investment Analyst will work with senior members of the team on the development of capital market assumptions and strategic portfolios as well as contributing to tactical portfolios / guidance. The Investment Analyst will support senior member of the team in development of asset allocation and portfolio construction recommendations using quantitative and qualitative research and analysis; conduct research studies incorporating long-term and short-term themes and market dynamics. The Investment Analyst will create and maintain research frameworks and models for the coverage and recommendations of specific equity, fixed income, and non-traditional asset classes and strategies. Ongoing evaluation of investable asset class coverage, portfolio analysis, and actionable IAG portfolio ideas. The Investment Analyst will work alongside portfolio construction and manager due diligence teammates to conduct qualitative and quantitative (ratio, risk and performance analyses) manager analysis to make manager recommendations for strategy portfolios. Contributes to communicating IAG's investment outlook through written publications. Write or co-author timely asset class articles and topical papers consistent with overall strategy. Actively contribute and participate in strategy meetings with supporting documentation and rationale. Ongoing support and presentations to advisors relating to macro trends, investment strategy, portfolio construction process and custom analysis. Travels up to 10% of the time delivering investment delivering market strategy and IAG capability presentations, for client events, public events, panels and business development.

Required Qualifications :

• Bachelor's degree in finance, accounting, statistics, or economics.
• 5-7 years of macro, asset allocation, portfolio construction and / or related experience.
• Broad knowledge of global macro, investment and market-related concepts.
• Exceptional communication skills (both verbal and written).
• Strong quantitative, research and analytical skills.
• Exceptional level of skill in use of MS Office Excel and PowerPoint.
• Travel up 10% of time.

Preferred Qualifications :

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.